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Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

Submitted by Desmond Wealth Management, Inc. on March 8th, 2023

In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live — and what does it cost to buy, sell, and hold them?

 

An Account of Your Accounts

Tags:
  • 401(k)
  • Estate Planning
  • Financial Planning
  • investment
  • Investment Advisor
  • Investment Costs
  • Portfolio goals
  • Stock Market
  • Trading Costs
  • Read more

Are You Confused About Investment Costs? Part 1: Fund Management Fees

Submitted by Desmond Wealth Management, Inc. on February 5th, 2023

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest.

Tags:
  • investment
  • Investment Costs
  • Portfolio goals
  • Stock Market
  • Read more

QUARTERLY MARKET REVIEW - Q4 2022

Submitted by Desmond Wealth Management, Inc. on January 14th, 2023

Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses.

Tags:
  • investment
  • Portfolio goals
  • Quarterly Market Reviews
  • Stock Market
  • Read more

Back to the Investment Basics Part 5: Patience and Personal Persistence

Submitted by Desmond Wealth Management, Inc. on January 5th, 2023

So far in our investment basics series, we’ve explored the history of investing, how important it is to save (so you have money to invest), how to invest efficiently in broad markets, and why to avoid chasing or fleeing rising or falling prices.

Tags:
  • investment
  • Portfolio goals
  • Read more

Back to the Investment Basics Part 4: The Price You Pay Matters

Submitted by Desmond Wealth Management, Inc. on December 5th, 2022

In our last piece, we described our marvelous markets, and how to account for their being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F.

Tags:
  • investment
  • Portfolio goals
  • Stock Market
  • Read more

Last-Minute Year-End Tax Strategies

Submitted by Desmond Wealth Management, Inc. on December 4th, 2022

The purpose of this article is to get the IRS to owe you money.

Of course, the IRS will not likely cut you a check for this money (although, in the right circumstances, that will happen), but you’ll realize the cash when you pay less in taxes.

 

Tags:
  • 401(k)
  • Business
  • Charitable Giving
  • Children
  • Financial
  • investment
  • IRS Safe Harbor
  • Retirement
  • Roth IRA
  • Tax Deductions
  • Tax Planning
  • Tax Reductions
  • tax return
  • Year-End
  • Read more

Six Financial Best Practices for Year-End 2022

Submitted by Desmond Wealth Management, Inc. on November 22nd, 2022

To say the least, there’s been plenty of political, financial, and economic activity this year — from rising interest rates to elevated inflation, to ongoing market turmoil.

Tags:
  • Financial
  • HSA (Healthcare Savings Account)
  • I Bonds
  • Inflation
  • Interest Rates
  • investment
  • Savings
  • Tax Planning
  • Tax Reductions
  • Tax-Loss Harvesting
  • Year-End
  • Read more

Managing Gains and Losses in a Turbulent Year   

Submitted by Desmond Wealth Management, Inc. on November 15th, 2022

It's been a rough Fall for the stock market - so much so that you should probably carefully review your portfolio and other capital transactions to minimize gains or maximize losses for the year. Remember, capital gains and losses are not just limited to stock transactions. For example, stock losses can offset the gain from the sale of a rental.

Tags:
  • Financial
  • investment
  • Roth IRA
  • Tax Planning
  • Tax Reductions
  • Year-End
  • Read more

Back to the Investment Basics Part 3: Our Marvelous Markets

Submitted by Desmond Wealth Management, Inc. on November 6th, 2022

In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock market returns really come from, and why that matters to your investing.

Tags:
  • Diversification
  • investment
  • Portfolio goals
  • Stock Market
  • Read more

The 60/40 Portfolio: Down but Not Out

Submitted by Desmond Wealth Management, Inc. on October 25th, 2022

This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some investors to question whether the classic 60/40 portfolio is dead.

Tags:
  • investment
  • Portfolio goals
  • Stock Market
  • Read more
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